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Author: Kristenson, Joel
Last Updated: 2016-09-22
This article was created due to an email question we received from a customer who was concerned with *new* user having more access than they should (which may allow for mistakes to be made when performing data entry). This article specifically walks through limiting their ‘view’ of a donor/voter/contact record card. Here’s a snippet from the email thread we received:
Customer: is there a "user" view where they can only update the data through some kind of preset form? I'm leery of direct db access for folks who may not have a lot of query experience.
Support Tech: Since you reference new users, and query experience, I'm going to take a guess that you would like certain people to have access to only certain records and have a simple view?
Support Tech: Once you activate the limited view flag (see image) when a voter record is opened, there are specific tabs removed from view.
Note: You can filter a user’s access even further by a lot of other criteria i.e. by location, a saved search query, or specific attributes.
Tip: Learn the basics of creating new database users, and setting their specific security levels. For new users, they can get trained-in by attending out free introduction training class which covers all the basics of using Trail Blazer.
Navigate to the Voters (Donors/Contacts) list under the Application Menu.
Pull up a list of current database users by following Admin > Logon > Check ‘Allow Windows-based access’ > Click [Search]. In my example I had 2 users with access.
Open the user’s record card that you want to filter their view for. In this example I clicked on ‘Billie-Bob Horton’.
Navigate to Admin > Settings > Check the box for ‘Limit view of Voter/Donor’ > [Save and Close]. My example is below.
That’s all there is to it. The 2 images below show an example of what a voter/donor record looks like prior to filtering user access to be ‘limited’, and after.
Img 1 of 2 – Voter/Donor record prior to having a ‘limited’ view
Img 2 of 2 – Voter/Donor record after having the ‘limited’ view activated
The related resources below provide links to similar articles and videos such as how to add a new user, revoke a user’s access completely, filter their access by other specific criteria, and much more.
If you’re concerned about the user’s access please give us a call – it’s also useful to log in as the user to see what access they have prior to issuing credentials.
Article: Adding a Database User and Setting their Security Settings
Article: Filter Database Access for Different Users by things like Address, a Saved Search Query, and a Specific Attribute
Article: How to Change your Username, and/or Password Credentials
Article: Revoke a User’s Access to your Database
Article: Email Notification of Web Occurrences
Article: Website Email Notification
Article: How to Access Trail Blazer Remotely on an iDevice (iPod touch, iPad, or iPhone) using the Free Microsoft Remote Desktop App
Article: How to Setup and Use the Mobile Poll Watching App
Article: Mobile Base Camp – How to Create and Run a Mobile Canvassing (Walk) List
Article: Mobile Base Camp – Contact Search
Article: Configure Microsoft Remote Desktop – For Mac Users (Logging into Trail Blazer on your Mac)
Video: Canvass Your Neighborhood with Our Mobile Canvassing App
Video: Mobile Canvassing
Video: 2X iPad Install and Configure
Video: Multiple Database Logon
Video: Eblasts –Setting people up to receive test (draft) emails
Video Playlist: Getting Started
Website: Free Introduction Training Class for Trail Blazer
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